Loomis Sayles Multisector Team Outlook

With a macro outlook calling for stronger growth and accelerated inflation, the Multisector Team offers views on yields, opportunities and risks across sectors.

Pricing ETFs: How Premium/Discount is Calculated

When considering ETFs, know how premium/discount is calculated — and look at other factors

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A Growth Equity Strategies Update with Aziz Hamzaogullari, Loomis Sayles

Aziz Hamzaogullari, discusses how the team's disciplined and differentiated philosophy and process shape the performance profile of Loomis Sayles Growth Equity Strategies.

Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
Equity Insight: Identifying Value in International Small Caps

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Solving Puzzles During the Golden Age of Learning

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

  • March 31, 2021
Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

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Understanding Markets, Interest Rates, and Vaccines

PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.

The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets?

As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.

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From the Consultant’s Desk: 10 Trends in 2020

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

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What Might More Vaccinations and New Stimulus Mean for Markets?

As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.

Yields Take Off: How Might Markets React?

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape

A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.

What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

Corporate Culture and the Pandemic: Challenges Can Create Opportunity

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

  • February 18, 2021
Post-Pandemic Markets: Why Reflation May Not Equal Inflation

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

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Brexit and European Trade: What’s Been Accomplished – and What’s Next?

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

February Outlook: Markets Remain Vigilant while Pandemic Challenges Remain

While markets may take the occasional breather, evidence suggests that positive fundamentals will remain as global Covid-19 inoculations gain steam.

It’s All Fun and GameStop, Until Someone Loses an Eye

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

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Loomis Sayles Growth Equity Strategies: The Search for Alpha Is a Search for Skill

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.

  • January 29, 2021
Concentrated Investing: The Wave of the Future?

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

Connecting 5G Hype with ESG Reality

Louise Schreiber, SRI Analyst at Mirova, looks at the investment potential of 5G today and assesses its future uses and limitations in the context of ESG.

  • January 18, 2021
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From the Consultant’s Desk: The Year of the Barbell Portfolio

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

Mid-Cap Stocks: A Sweet Spot for Investors?

With growth opportunities harder to find in the pandemic economy, investors may want to consider the potential advantages of the mid-cap space.

Customized Equity Portfolios Invest for Racial Equality

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • December 30, 2020
After the Catch-up: On Investors, Markets, and a Return to Normal in 2021

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

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Facing Market Challenges with a Diversified Approach

Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge

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Looking to Use Volatility as Opportunity

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

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Institutional Investment Trends During the COVID Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Opportunities in the Emerging Recovery

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

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Asset Allocation Trends During the COVID Market

Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.

October Outlook: Why Room for Growth – and Volatility – Remains

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active

Uncovering the potential for manager risk in smart beta indexing approaches.

Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Rumors of a Tech Bubble Are Highly Exaggerated

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

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Could Stock Market Leadership Change Coming Out of COVID-Recession?

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

Hazy Conditions: US-China Relations and Emerging Markets

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

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Sustainable Strategies Proved Resilient in Market Downturn

Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • March 27, 2020
Taking Responsible Investment from Talk to Action

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

  • March 12, 2020
Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020
Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

What Investors Should Know About Housing Finance Reform

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

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It’s Just Good Business: Using ESG in the Investment Process

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

  • December 12, 2019
Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
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Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

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Measuring Active Management with Active Share

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

  • June 28, 2018